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BAI

iShares A.I. Innovation and Tech Active ETF

660 hedge funds and large institutions have $15.5B invested in iShares A.I. Innovation and Tech Active ETF in 2026 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 177 increasing their positions, 312 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

679% more first-time investments, than exits

New positions opened: 148 | Existing positions closed: 19

128% more funds holding in top 10

Funds holding in top 10: 3273 (+41)

50% more capital invested

Capital invested by funds: $10.3B → $15.5B (+$5.2B)

22% more funds holding

Funds holding: 541660 (+119)

3% more call options, than puts

Call options by funds: $917K | Put options by funds: $891K

16.89% less ownership

Funds ownership: 113.16%96.27% (-17%)

43% less repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 312

Holders
660
Holders Change
+119
Holders Change %
+22%
% of All Funds
7.98%
Holding in Top 10
73
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+128.13%
% of All Funds
0.88%
New
148
Increased
177
Reduced
312
Closed
19
Calls
$917K
Puts
$891K
Net Calls
+$26K
Net Calls Change
-$383K
Name Holding Trade Value Shares
Change
Change in
Stake
EL
151
EWA LLC
Pennsylvania
$9.84M -$1.97M -43,363 -19%
SIM
152
Synergy Investment Management
Florida
$9.78M -$292K -6,436 -3%
WIA
153
World Investment Advisors
California
$9.7M -$467K -10,288 -5%
AWM
154
Able Wealth Management
New Jersey
$9.48M +$1.64M +36,098 +25%
MA
155
Mutual Advisors
Nebraska
$9.27M -$1.41M -31,116 -15%
WWM
156
WJ Wealth Management
Arizona
$9.18M +$7.91M +174,181 New
AWM
157
Apollon Wealth Management
South Carolina
$9.14M -$877K -19,308 -10%
AR
158
Apeiron RIA
Texas
$9.12M +$645K +14,198 +9%
VPP
159
Vertex Planning Partners
Illinois
$9.02M +$578K +12,715 +8%
BHWM
160
Bay Harbor Wealth Management
Maryland
$8.85M -$1.19M -26,094 -13%
DWM
161
Diversify Wealth Management
Utah
$8.85M -$1.72M -37,864 -15%
DAS
162
Diversify Advisory Services
Utah
$8.85M +$9.58M +210,977 New
JSL
163
JT Stratford LLC
Georgia
$8.85M -$1.8M -39,592 -19%
ATPW
164
Ashton Thomas Private Wealth
Arizona
$8.74M +$88.9K +1,956 +1%
LPFG
165
Landing Point Financial Group
Ohio
$8.72M +$7.51M +165,409 New
SWM
166
Steelhead Wealth Management
Virginia
$8.67M +$6.71M +147,705 +881%
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$8.62M -$3.18M -70,011 -30%
SGWM
168
Sterling Group Wealth Management
California
$8.59M +$7.4M +162,989 New
QPWM
169
Quadrant Private Wealth Management
Pennsylvania
$8.45M -$1.03M -22,596 -12%
SWA
170
Strategies Wealth Advisors
Michigan
$8.34M +$4.01M +88,225 +126%
SCA
171
Snowden Capital Advisors
New York
$8.33M -$523K -11,512 -7%
I
172
INVST
Indiana
$8.24M -$1.98M -43,475 -22%
Mariner
173
Mariner
Kansas
$8.13M -$18.1M -397,759 -72%
BTI
174
Blue Trust Inc
Georgia
$8.07M -$3.39M -74,587 -33%
LWA
175
Lineweaver Wealth Advisors
Ohio
$8.07M -$2.12M -46,772 -23%

BAI Hedge Fund Activity: Q2 2026 in Review

660 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in iShares A.I. Innovation and Tech Active ETF (BAI) for Q2 2026, worth a combined $15.5B — up 50% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 148 funds opened new BAI positions and 19 closed out — a net gain of 129 holders — while 177 added to existing stakes and 312 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $109M. The largest seller was Envestnet Asset Management, cutting an estimated $408M.

  • 660 institutional investors held iShares A.I. Innovation and Tech Active ETF (BAI) as of Q2 2026, up from 541 in Q1 2026.
  • Funds reported $15.5B of iShares A.I. Innovation and Tech Active ETF stock for Q2 2026, up 50% quarter-over-quarter.
  • 148 funds opened new iShares A.I. Innovation and Tech Active ETF positions in Q2 2026 and 19 closed out, a net change of +129 holders.
  • The largest iShares A.I. Innovation and Tech Active ETF buyer in Q2 2026 was Old Mission Capital, an estimated $109M added.
  • The largest iShares A.I. Innovation and Tech Active ETF seller in Q2 2026 was Envestnet Asset Management, an estimated $408M sold.

Based on aggregated 13F filings for Q2 2026.